Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 650+ VCs, analysts, and operators.

This newsletter curates a selection of posts featured on the website each week.

Investment Themes, Theses, & Outlooks

• The Retail Revolution 🛍 (Rex Woodbury, Partner @ Index)

• Innovations in End-of-Life Care (Vickram Pradhan, VC @ Sopris Capital)

• The Modern ML Stack is broken, but it won't be for long (Ryan Shannon, VC @ Radical)

• 3 Things: Windshield Wipers for Laptops, Jasper for Technical Content, Podcast Search (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• ESG Data & Reporting in Real Estate (Alpaca VC Team)

• The AI Moment (Pratyush Buddiga, Chief of Staff @ Susa Ventures)

• Healthcare Staffing in the Age of the Apprenticeship Economy (Jeff Diamond & Aaron Szekel, Fika VC)

• The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape (Matt Turck, Partner @ FirstMark)

• Which Customer Segments are Healthiest During the Downturn? (Tomasz Tunguz, ex-MD @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

• Sales Pipeline & Conversion Metrics: 3 Best Practices for Early-Stage Companies (Bill Binch, Partner @ Battery)

• Your guide to product-led sales (Kyle Poyar, Partner @ OpenView)

• The Startup’s Guide to Customer Advocacy: How to Get Closer to Your Champions (First Round Review)

Additional Reads

• 10x and cheaper in an AI world (Sarah Tavel, GP @ Benchmark)

• More Vertical Fintech, Please (Richard Kerby, GP @ Equal Ventures)

• M&A as R&D in Technology (Tanay Jaipuria, Partner @ Wing VC)

• To Save America, Restore Our Frontier (Joe Lonsdale, GP @ 8VC)

• What Is An Investor? (Kyle Harrison, GP @ Contrary)

• How It All Works (Morgan Housel, Partner @ Collaborative Fund)

• AI Enthusiasm is Not a Bubble and Even if it was We Wouldn’t Necessarily Know it Yet (Hunter Walk, GP @ Homebrew)

• Nth Layer Investing (Will Robbins, Partner @ Contrary)

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We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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